EPISODE · Jan 4, 2023 · 44 MIN
The LSD Liquidity Wars Are Here | 2023 Outlook
from 0xResearch · host Blockworks
In this episode of 0xResearch, we discuss our top predictions for 2023. We debate the future of liquid staking derivatives (LSD), scaling via L3s and AppChains , why CLOB volumes will overtake AMMs and the Fat Application thesis. Join us as we break down the narratives that will take center stage in 2023! - - Timestamps: (00:00) Introduction (00:55) The LSD Liquidity War (11:22) LSD DEX Market Share by Flipside (16:18) An OG Protocol Will Re-Launch as an L3 (22:09) AppChains Everywhere (28:25) “Chainalysis Ad” (28:52) CLOBs vs AMMs (35:33) Rollups Still Need Training Wheels (41:56) Fat Applications & Gaming - - Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Westie: https://twitter.com/WestieCapital Follow Pibblez: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Ethereum Asset Profile - Dune Dashboard https://dune.com/blockworks_research/eth -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
What this episode covers
In this episode of 0xResearch, we discuss our top predictions for 2023. We debate the future of liquid staking derivatives (LSD), scaling via L3s and AppChains , why CLOB volumes will overtake AMMs and the Fat Application thesis. Join us as we break down the narratives that will take center stage in 2023! - - Timestamps: (00:00) Introduction (00:55) The LSD Liquidity War (11:22) LSD DEX Market Share by Flipside (16:18) An OG Protocol Will Re-Launch as an L3 (22:09) AppChains Everywhere (28:25) “Chainalysis Ad” (28:52) CLOBs vs AMMs (35:33) Rollups Still Need Training Wheels (41:56) Fat Applications & Gaming - - Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Westie: https://twitter.com/WestieCapital Follow Pibblez: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Ethereum Asset Profile - Dune Dashboard https://dune.com/blockworks_research/eth -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
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The LSD Liquidity Wars Are Here | 2023 Outlook
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